Dems Continue To Sink Despite Improving Economy
The popularity of the Dems is diverging from the apparent trajectory of the economy, a not normal state of affairs.
Read more...Category Archives: Investment outlook
General Electric Breaks Up, Symbolizing Decline of American Manufacturing and the High Price of Financialization
How stock price fixated management and a big expansion into financial services under Jack Welch did in the once-esteemed General Electric.
Read more...Latest Fed Financial Stability Report Underplays Supply Chain Risk
The financial press overhyped the latest Fed stabilty report’s comments on China, and ignored the near total absence of supply chain woes.
Read more...Hubert Horan: Can Uber Ever Deliver? Part Twenty-Eight: Uber Still Unprofitable, But Reduces Losses by Squeezing Drivers and Restaurants
The latest update: the financial media continues to parrot management falsehoods about Uber results and there is still no path to profit.
Read more...Jobs Data Shows Something Big Changed in this Monstrously Overstimulated Economy
Cheerleading about the much improved jobs picture overlooks how many workers have gone missing.
Read more...Metals May Become the New Oil in Net-Zero Emissions Scenario
Economists project that prices for energy-transition metals will soar and their combined value could match that of crude oil
Read more...Jim Chanos: China’s “Leveraged Prosperity” Model is Doomed. And That’s Not the Worst
Famed short-seller Jim Chanos is more concerned with political fallout from China’s Evergrande than economic/financial woes.
Read more...Can China’s Outsized Real Estate Sector Amplify a Delta-Induced Slowdown?
Whether by accident or design, the implosion of China’s Evergrande will take some air out of its inflated real estate sector. What then?
Read more...Behold the Watered Stock’s New Variant!
Back to the future! Welcome to the successor to a 19th century favorite, watered stock.
Read more...The Most Monstrously Overstimulated Economy & Markets Ever
The Fed will trim back its stimulus, but it’s already pumped up markets and the unwind will be too little and too slow.
Read more...The Oil & Gas Inflation Trap That No One Wants To Talk About
So much for concerns about climate change. The Biden Administration is doing what it can to lower oil and gas prices.
Read more...Why Elon Musk Isn’t Superman
Why Elon Musk, despite having built significant operating companies, is still mainly in the bezzle business.
Read more...This Reddit Lament Sums Up Wonderfully What Lots of Home Buyers Will Grapple with as Housing Market “Normalizes” and Work from Home Fizzles
As Covid-exodus home purchases peters out, over-eager buyers are waking up with hangovers.
Read more...Hubert Horan: Can Uber Ever Deliver? Part Twenty-Seven: Despite Staggering Losses, the Uber Propaganda Train Keeps Rolling
How Uber keeps pumping hot air into a financially flaccid business.
Read more...China’s Industrial Slowdown Could Kill The Commodity Rally
Many commentators have fixated on levitating US securities markets, ignoring softening growth in Asia that is now hitting commodity prices
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